BOS Asset Management’s ExxonMobil XOM Stock Holding History

BOS Asset Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Sell	16,379 -421	-3%	-$63K	0.52%	43
2026 Q1	$2.85M	Buy	16,800 +195	+1%	+$28.5K	0.73%	34
2025 Q4	$2M	Buy	16,605 +467	+3%	+$54.2K	0.53%	41
2025 Q3	$1.82M	Buy	16,138 +720	+5%	+$80K	0.51%	41
2025 Q2	$1.66M	Buy	15,418 +1,164	+8%	+$124K	0.53%	40
2025 Q1	$1.7M	Buy	14,254 +3,363	+31%	+$372K	0.58%	35
2024 Q4	$1.17M	Buy	10,891 +2,636	+32%	+$308K	0.42%	47
2024 Q3	$968K	Sell	8,255 -196	-2%	-$22.6K	0.36%	52
2024 Q2	$973K	Buy	8,451 +180	+2%	+$21K	0.45%	46
2024 Q1	$961K	Sell	8,271 -907	-10%	-$94.9K	0.5%	44
2023 Q4	$918K	Sell	9,178 -475	-5%	-$49.9K	0.63%	39
2023 Q3	$1.13M	Buy	9,653 +203	+2%	+$22.3K	0.83%	34
2023 Q2	$1.01M	Sell	9,450 -334	-3%	-$36.4K	0.79%	35
2023 Q1	$1.07M	Buy	9,784 +552	+6%	+$61.1K	0.89%	35
2022 Q4	$1.02M	Buy	+9,232	New	+$989K	0.91%	31

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BOS Asset Management's XOM Position: Q2 2026 in Review

BOS Asset Management reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $63K and leaving 16,379 shares worth $2.24M. The position accounts for 0.52% of the portfolio, ranked #43.

BOS Asset Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BOS Asset Management held 16,379 shares of ExxonMobil worth $2.24M as of Q2 2026.
BOS Asset Management sold 421 ExxonMobil shares in Q2 2026, an estimated $63K.
ExxonMobil made up 0.52% of BOS Asset Management's portfolio in Q2 2026, its #43 holding.
BOS Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's ExxonMobil position peaked at $2.85M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.